financial services

According to the results of Actimize's 2007 Employee Fraud survey, which was managed by Infosurv, an independent research company, financial services institutions know that they have a significant and growing problem with employee fraud and are not fully prepared to handle the threat as attacks from organized crime, dissatisfied staff and financially distressed employees become more sophisticated.

In July 2013 Acxiom commissioned Forrester Consulting to evaluate how companies use the data they collect from their customers to make better decisions on their marketing campaigns by gauging their experiences and attitudes around their use of and future vision for using customer data across multiple marketing channels. In order to understand this topic, we conducted interviews with 11 executives representing a range of roles and perspectives, including consumer packaged goods companies, financial services organizations, and agencies.

Join us for an informative webinar to hear case studies describing how leading financial services firms have been able to move beyond Excel and save time, enhance collaboration, and improve business decisions -- ultimately resulting in higher revenues and profits.

Join us for an informative webinar and learn how easy it can be to create exceptional value through FP&A. You will hear case studies describing how leading financial services firms worldwide have been able to move beyond Excel and save time, enhance companywide collaboration, and improve business decisions - ultimately resulting in higher revenues and profits. And you'll also see a demo of how Adaptive Planning's award-winning software creates value for enterprise companies.

The 2017 Digital Trends in Financial Services and Insurance report is based on a sample of almost 850 FSI respondents1 who were among more than 14,000 digital professionals taking part in the annual Digital Trends survey carried out in November and December 2016.

Marketers can personalize interactions using information that spans complete anonymity to full authentication, with a middle range in which identified data may be used intermittently.
The distinction between anonymous and authenticated hinges on personally identifiable information (PII)—information that can be used alone, in combination, or in context to contact an individual.
This information includes unique and partial identifiers such as name, address, phone number, and email address, as well as financial, employment, or other data associated with an individual.

Download the new Adobe Digital Index report to see how your online marketing practices compare to the best-of-the-best websites across five industries, including retail, media and entertainment, travel and hospitality, financial services, and high tech. You’ll see critical metrics on everything from mobile trends to conversion rates—so you can develop new strategies for success in 2014.

Download the new Adobe Digital Index report to see how your online marketing practices compare to the best-of-the-best websites across five industries, including retail, media and entertainment, travel and hospitality, financial services, and high tech. You’ll see critical metrics on everything from mobile trends to conversion rates—so you can develop new strategies for success in 2014.
Get the report now to learn and discover:
- New mobile usage trends
- The power of continual site improvement
- Why time spent on websites is higher than ever

Download the new Adobe Digital Index report to see how your online marketing practices compare to the best-of-the-best websites across five industries, including retail, media and entertainment, travel and hospitality, financial services, and high tech. You’ll see critical metrics on everything from mobile trends to conversion rates—so you can develop new strategies for success in 2014.

Applying for and opening financial services accounts online is on the rise. And FSI marketers are feeling the pressure to make these new accounts higher quality. The Adobe guide, Acquisition Evolved, will give you three actionable ways to improve your ability to identify and convert high-value customers.
Read the guide to learn:
• The DNA of customer digital behavior
• How to create unified customer segments with existing data
• How to adopt onsite messaging to match offsite ads

It’s time to pull your data out of silos so you can harness all your insights and provide the next best offer. Learn how to use new marketing technologies to create customized offers that steer customers to the right financial services and products for their needs. It’s all in our new white paper, More Precious than Gold.
Read our paper to learn how to:
• Define your customer engagement objectives
• Create valuable and intriguing offers to engage customers
• Effectively deliver compelling offers across multiple touch points
• Optimize your next best offer through real-time testing

2017 Trends in Financial Services and Insurance: Customer is Priority
The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach.
The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI.
Read this report and find out:
How data and personalization drive digital transformation
How fintech is leading the FSI chase
Tips to help future-proof your FSI busines

Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance
Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on:
– General trends in retail banking, investment banking, and insurance
– Internal structures their companies are using to execute digital transformation
– The biggest threats/disruptions in the industry
– The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention)
– Main sources of sales and leads (digital + mobile are steadily increasing sources)
– Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics)
– Use of the cloud and AI to automate analysis and marketing
– The importance of multichannel personalization
– Innovation in the types/formats of products/services provided (leaders are focusing on imp

2017 Trends in Financial Services and Insurance: Customer is Priority
The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach.
The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI.
Read this report and find out:
How data and personalization drive digital transformation
How fintech is leading the FSI chase
Tips to help future-proof your FSI business

Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance
Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on:
– General trends in retail banking, investment banking, and insurance
– Internal structures their companies are using to execute digital transformation
– The biggest threats/disruptions in the industry
– The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just
on customer retention)
– Main sources of sales and leads (digital + mobile are steadily increasing sources)
– Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics)
– Use of the cloud and AI to automate analysis and marketing
– The importance of multichannel personalization
– Innovation in the types/formats of products/services provided (leaders are focusing on i

Many industry experts advise financial services institutions (FSIs) to embrace digital transformation. At the heart of that mandate is the need to satisfy rising customer expectations for fast, secure, always-on services delivered seamlessly across all channels and devices. While it’s important to harness the digital technologies today’s customers turn to — especially when it comes to engaging the millennial generation — FSIs need to optimize web and mobile performance to deliver exceptional end-user experiences. Here are eight considerations.
Get started on your journey – download the whitepaper today

Is your site ready for the mobile opportunity?
Mobile users buy more often and spend more money, but 75% of consumers see their mobile experience as slow.
Read the Mobile is the Moneymaker infographic now to find out what mobile users expect from your e-commerce website. Compiled using data from Akamai’s recent consumer web performance expectations survey, this infographic reveals:
• E-commerce engagement and spending habits for mobile consumers
• Mobile consumer page load expectations
• The real-world business impact of not being mobile ready
• The key challenges to successful mobile experiences

ENGAGE AND SATISFY FINANCIAL SERVICES CUSTOMERS
In order to stay relevant and retain today’s “always-on”, mobile customers, financial institutions must prioritize and innovate. According to a recent Akamai FinServ industry survey conducted by TechValidate, almost half of the respondents are “behind” or “slightly behind” their peers with regard to their mobile capabilities.
Download a free report with detailed findings and takeaways from the survey to find out how to maximize customer acquisition, increase retention, and drive card usage. You’ll also learn:
- Current mobile strategies and barriers to adoption
- The right metrics to measure success
- The most important factors in a mobile banking experience

For many financial institutions, traffic from bots (aggregators, scrapers, crawlers) can account for up to 40-60% of their overall website traffic — from good bots engaged in essential business tasks to bad bots performing harmful activities. Banks, traders, asset managers, and insurers might know how much of their traffic is from bots, but what they may not know is the impact those bots may be having on their business.
Read the report to learn more about:
• Managing Financial Data Aggregators
• How Bots Affect the Digital Experience
• What a good bot looks like?

"Customer relationships begin with trust. When customers entrust your organization with their sensitive financial and personal information, not only do they expect you to keep it safe, but they also demand the same fast, convenient online experiences they’ve become accustomed to over web and mobile devices.
This new e-book provides guidance on how financial institutions can meet and exceed these expectations, while also reaping bottom-line rewards, by mastering security, trust, and digital experience.
You’ll learn about:
- What makes your new millennial customers tick
- How to stay competitive in a rapidly evolving digital market
- Real-world takeaways and success stories"

"Customer relationships begin with trust. When customers entrust your organization with their sensitive financial and personal information, not only do they expect you to keep it safe, but they also demand the same fast, convenient online experiences they’ve become accustomed to over web and mobile devices.
This new e-book provides guidance on how financial institutions can meet and exceed these expectations, while also reaping bottom-line rewards, by mastering security, trust, and digital experience.
You’ll learn about:
- What makes your new millennial customers tick
- How to stay competitive in a rapidly evolving digital market
- Real-world takeaways and success stories"